It’s a bit risky asking your former high school teacher to be your client hero. This could have been Angela’s chance to tell a few tall tales about one of us! Phew, seems like we are safe …but we never knew she was a thief?! Read on and you will be as shocked as we are! Just when you think you know a person…

Where are you from originally?

I grew up Southwest of Cypress Hills on a farm near … Read the whole post...

ROB: At what point should one consider dipping into their RRSP’s in lieu of incurring a growing credit card or line of credit debt?

Thanks for the question Robbie. 

The function of a Registered Retirement Savings Plan (RRSP) is to defer income tax from higher earning years to lower earning years. The general idea is that you are in a higher tax bracket during your working years in comparison to retirement years.

With that being said, over the last 25 … Read the whole post...

If passion is driven by excellence, then it is also true that excellence is driven by passion. At least we know that to be the case with this month’s client hero Rob Fry.

It doesn’t seem to matter what he does (from sports to music to having a unique career) he is all in – all the time. He is a natural born leader who speaks the language of relationship, and is always intensely focused on being the best. These … Read the whole post...

Kirstin: “How do I get that healthy balance of adult responsibility and 20 something freedom?”

TCM: Finding a healthy balance is a concern of virtually all of our clients. If what was being balanced was the same for everyone this question would be quite easy to answer. Our clients are at various stages of life and each individual or couple has a set of unique values and goals. This is why financial planning goes beyond looking at numbers, running projections … Read the whole post...

You can’t un-do meeting Kirstin Kuka and it’s hard not to be touched by this client hero story. First off, it’s crazy well written, it’s straight from the heart, steeped in simplicity, positivity and authenticity.

Buckle up, this edition will be a day maker!

Where are you from originally?

Originally I am from a little town called Bruno in the heart of the grain belt of Saskatchewan, about 2.5 hours north of here.

Growing up in a small town (like … Read the whole post...